Associates

Our financial representatives are the face of our organization. They not only represent the Northwestern Mutual Financial Network, but they also represent the best interests of their clients. We are proud of their accomplishments, share in their enthusiasm and drive, and help motivate them to achieve the highest level of excellence.

Nancy Boari

Long Term Care Specialist

After spending 20 years in the healthcare field, it became clear to Nancy Boari of The Wilshire Financial Group that families needed to be better prepared for the costly issue of caregiving. Since joining Northwestern Mutual in 1999, Nancy has been the Long-Term Care Specialist with The Wilshire Financial Group. She provides hands-on education and practical knowledge about structuring a long-term care insurance policy to meet families’ needs. Nancy is also a strong proponent of making long-term care insurance a regularly offered employee benefit. She graduated from Western Michigan University with a degree in social work and obtained her master’s degree in guidance and counseling from Oakland University. Nancy and her husband, Richard, have two children, Bryan and Leslie.

Jeffrey Cohen, MBA, CLTC, CLU®, CFP®

Managing Director

Jeff Cohen is the Managing Director of The Wilshire Group in Ann Arbor, Michigan. Jeff graduated from Massachusetts Institute of Technology and received his MBA from University of Michigan. He has been a Financial Representative with Northwestern Mutual Financial Network since 2001. In addition to his role as Managing Director, Jeffrey is a Financial Advisor with Northwestern Mutual Investment Services, LLC.

Brian M Duggan, CLU®, ChFC®, CFP®

Disability Income Specialist

Brian Duggan of The Wilshire Financial Group began his career as a college intern while attending Western Michigan University, going full-time with The Wilshire Financial Group upon graduation in 1996. Brian has been the Disability Income Specialist since 2001. Disability insurance has always been an important component of Brian’s clients overall personal and business needs analysis. Helping his colleagues grow their practice through disability insurance solutions continues to be an important part of his role with The Wilshire Financial Group. Along with maintaining his practice, Brian also trains and supervises new Financial Representatives. Brian was a member of the Million Dollar Round Table 2001 - 2006.

Jim Goodrich, CLU®, ChFC®

Managing Director

Jim Goodrich is the Managing Director of The Goodrich Group, in Mount Pleasant, Michigan. Jim joined Northwestern Mutual as a full-time agent in 1970 after graduation from Alma College with a major in business. He was appointed Managing Director in 1980. He has earned numerous industry awards, including the Million Dollar Round Table for life insurance sales from 1979 to 2004.

Mark Hardy, CLU®, ChFC®

Managing Director

Mark is the Managing Director of The Hardy Group, in Saginaw and Flint, Michigan. Mark graduated from Northwood University with a B.B.A. in marketing and management and has been a Financial Representative with Northwestern Mutual since September 1990.  He was appointed Field Director in June 1993 and became Managing Director of the Saginaw office in January 2000. 

Gary Holvick Jr, CLU®, ChFC®, CFP®

Managing Director

John Kessler

Financial Advisor

Having changed careers to join Northwestern Mutual in 1997, John Kessler of The Wilshire Financial Group knows firsthand the rewards of being a Financial Representative. As a Field Director for The Wilshire Financial Group, John maintains an active role in training, mentoring and supervising Financial Representatives. He is a Northwestern Mutual certified coach, currently working with the development of the Toledo, Ohio, office in addition to his work with The Wilshire Financial Group. John also conducts a busy practice focusing on investments, business needs analysis, and estate accumulation and preservation for his clients. He has a B.S. in psychology and a master’s degree in guidance and counseling from Oakland University. John and his wife, Lorie, have three children: Adam, Matthew and Rachel.

Ernest P Moosherr, MBA

Wealth Management Advisor

Ernie Moosherr of The Wilshire Financial Group began his career in 1986 as a college intern while earning his B.B.A. and M.B.A. from Loyola College in Maryland. Ernie joined The Wilshire Financial Group in 1995 and became the Investment Specialist in 2003. Under his direction, The Wilshire Financial Group is one of the highest-ranking offices in investments. Currently, The Wilshire Financial Group Network Office is ranked as one of the top offices for Northwestern Mutual Investment Services LLC production. Ernie and his wife, Staci, have three children: Devan, Fritz and Reece.